Licensed Financial Consultant & Planner

Fidelity Investments Inc.; Center Valley (Lehigh County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Tuition reimbursement

Onsite training

Job summary

Fidelity Investments Inc. in the Investor Center seeks a relationship-driven advisor to mentor clients, provide personalized financial planning, and grow an existing client book.

You will work with an established client base and leverage Fidelity's platform and resources to expand the firm's reach. Required FINRA Series 7 & 66 licenses (or ability to acquire Series 66) and strong ability to present complex solutions to clients.

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• Degree or equivalent experience and/or CFP helpful; tuition reimbursement program.
• Tuition reimbursement to pursue CFP or degree.

Responsibilities

• Engage face-to-face with clients and mentored planning.
• Expand the reach of Fidelity's brand through existing client base.
• Present complex investment solutions to a knowledgeable client base.
• Deliver an outstanding customer experience with a passion for client success.

Skills

Relationship building

Needs discovery

Solution presentation

Communication

Client services

Coachable

Customer focus

Investment knowledge

Education

Degree or equivalent experience

Tools

FINRA licensing

Job description

Fidelity Investments Inc. in the Investor Center seeks a relationship-driven advisor to mentor clients, provide personalized financial planning, and grow an existing client book.

You will work with an established client base and leverage Fidelity's platform and resources to expand the firm's reach. Required FINRA Series 7 & 66 licenses (or ability to acquire Series 66) and strong ability to present complex solutions to clients.